VFA
EFG icon

Valeo Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Valeo Financial Advisors’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.65M Sell
13,779
-119
-0.9% -$14.6K 0.03% 207
2026
Q2 		$1.73M Buy
13,898
+283
+2% +$34.1K 0.04% 211
2026
Q1 		$1.52M Buy
13,615
+90
+0.7% +$10.6K 0.04% 201
2025
Q4 		$1.54M Sell
13,525
-959
-7% -$110K 0.03% 209
2025
Q3 		$1.65M Buy
14,484
+1,662
+13% +$185K 0.04% 198
2025
Q2 		$1.44M Buy
12,822
+1,042
+9% +$110K 0.04% 214
2025
Q1 		$1.18M Buy
11,780
+1,251
+12% +$128K 0.03% 230
2024
Q4 		$1.02M Sell
10,529
-916
-8% -$93.1K 0.03% 262
2024
Q3 		$1.23M Sell
11,445
-473
-4% -$49.1K 0.04% 223
2024
Q2 		$1.22M Buy
11,918
+33
+0.3% +$3.37K 0.04% 206
2024
Q1 		$1.18M Sell
11,885
-980
-8% -$97.6K 0.04% 209
2023
Q4 		$1.25M Buy
12,865
+107
+0.8% +$9.59K 0.05% 196
2023
Q3 		$1.1M Buy
12,758
+302
+2% +$27.8K 0.05% 192
2023
Q2 		$1.19M Buy
12,456
+87
+0.7% +$8.28K 0.05% 184
2023
Q1 		$1.16M Buy
12,369
+83
+0.7% +$7.46K 0.06% 191
2022
Q4 		$1.03M Buy
12,286
+8,150
+197% +$659K 0.06% 185
2022
Q3 		$300K Buy
4,136
+338
+9% +$27.6K 0.02% 343
2022
Q2 		$306K Buy
3,798
+1,029
+37% +$89.4K 0.02% 337
2022
Q1 		$267K Buy
+2,769
New +$272K 0.01% 476
2021
Q2 		– Sell
-47,133
Closed -$4.74M – 874
2021
Q1 		$4.74M Hold
47,133
– – 0.22% 60
2020
Q4 		$4.76M Buy
47,133
+45,692
+3,171% +$4.32M 0.24% 49
2020
Q3 		$130K Sell
1,441
-12
-0.8% -$1.06K 0.01% 417
2020
Q2 		$121K Buy
1,453
+12
+0.8% +$937 0.01% 445
2020
Q1 		$107K Sell
1,441
-297
-17% -$24.1K 0.01% 410
2019
Q4 		$150K Buy
1,738
+200
+13% +$16.7K 0.01% 375
2019
Q3 		$124K Hold
1,538
– – 0.01% 383
2019
Q2 		$124K Hold
1,538
– – 0.01% 387
2019
Q1 		$119K Hold
1,538
– – 0.01% 377
2018
Q4 		$106K Hold
1,538
– – 0.01% 365
2018
Q3 		$112K Hold
1,538
– – 0.02% 378
2018
Q2 		$121K Hold
1,538
– – 0.02% 369
2018
Q1 		$124K Buy
1,538
+453
+42% +$37K 0.02% 325
2017
Q4 		$88K Buy
1,085
+185
+21% +$14.7K 0.01% 363
2017
Q3 		$70K Buy
+900
New +$68.2K 0.02% 349

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Valeo Financial Advisors's EFG Position: Q3 2026 in Review

Valeo Financial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.86% in Q3 2026, selling an estimated $14.6K and leaving 13,779 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #207.

Valeo Financial Advisors first reported a position in EFG in Q3 2017 and has held it in 34 quarters since. The position peaked at $4.76M in Q4 2020. 53 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Valeo Financial Advisors held 13,779 shares of iShares MSCI EAFE Growth ETF worth $1.65M as of Q3 2026.
  • Valeo Financial Advisors sold 119 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $14.6K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #207 holding.
  • Valeo Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and has held it in 34 quarters since.
  • Valeo Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $4.76M in Q4 2020.
  • 53 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.